Wealth Advisory Services
Glenayr Family Advisors provides process to oversee a client’s entire financial universe. We are experienced in reviewing clients’ investments, their tax situation, their existing estate plan, and family dynamics. Using our knowledge from years of working with successful families, we provide guidance about structure and the communication of that structure to families.
We can provide access to third-party money managers and oversee those assets. We also can provide oversight of assets managed by others and sit at the table during those reviews.
Our approach is to review all of a client’s assets, and ensure that those assets are supporting life and dreams. We can provide:
- Appropriate Investment Policy Statements
- Access to Best-in-Class Third Party Managers
- Risk analysis
- Asset Allocation
- Cash flow analysis
- Retirement Income and Distribution Strategies
- Estate Planning reviews
- Trust Education